Funnel
Lead → booked → held → enrolled · where deals are won and lost
Updated Jul 19, 8:00 AM CT
Conversion funnel
Lead → booked → held → enrolled
Leads 8,240 top of funnel
All tracked leads (GHL)
Booked appts 1,280 15.5%from prev
Appointments booked
Held 949 74.1%from prev
Net of no-show + cancelled
Enrolled 360 37.9%from prev
488 policies · 1.36 per client
Conversion by channel
leads → enrolled policies, ranked by revenue
| Channel | Leads | Policies | Lead→close | FYC |
|---|---|---|---|---|
| Meta | 3,120 | 136 | 4.4% | $55,102 |
| 1,640 | 88 | 5.4% | $40,463 | |
| VSL | 1,490 | 102 | 6.8% | $40,328 |
| Webinar | 910 | 74 | 8.1% | $30,331 |
| Veteran | 780 | 56 | 7.2% | $24,059 |
| Referral | 300 | 32 | 10.7% | $10,946 |